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Charitable Lead Trust

Charitable Lead Trust

 


How It Works

  • You contribute securities or other appreciated assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
  • The trust makes annual payments to Fontbonne University for a period of time.
  • When the trust terminates, the remaining principal is paid to you or heirs.

Benefits

  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to Fontbonne can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.

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GDPR Privacy Policy

Privacy Policy

Overall Policy

Thank you for visiting our website. We’re pleased to share our policy regarding the use of information received here. Privacy is a matter of concern to us. We are committed to protecting your privacy and the security of the information that you may provide to us.

Personal Information

We do not track individual users. Your email address or other personal information is not collected unless you provide it on a form, survey or application. We will not sell or otherwise make available any personally identifiable information to any organization not directly affiliated with us. We will comply with legitimate government or legal requests as necessary to protect our organization or to comply with laws.

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Links To Other Sites

Our site contains links to other sites and Internet resources. We are not responsible for the privacy practices or the content of these third-party websites and Internet resources.

Updates To Privacy Policy

We may update the privacy policy periodically, and we encourage visitors to review them on a regular basis.

Last revised: June 2015

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